KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$503M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.8M
3
+$1.51M
4
INDT
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
+$1.49M
5
AAPL icon
Apple
AAPL
+$940K

Top Sells

1
+$5M
2
+$4.3M
3
+$3.44M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.05M
5
CADE icon
Cadence Bank
CADE
+$715K

Sector Composition

1 Financials 14.1%
2 Technology 13.92%
3 Industrials 12.84%
4 Healthcare 11.36%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K ﹤0.01%
+1,000
352
$11K ﹤0.01%
+150
353
$11K ﹤0.01%
+380
354
$10K ﹤0.01%
+86
355
$10K ﹤0.01%
+252
356
– –
-33,913
357
– –
-1,249
358
– –
-372
359
– –
-519
360
– –
-11,910
361
– –
-1,300
362
– –
-1,477
363
– –
-752
364
– –
-400
365
– –
-2,000
366
– –
-384
367
– –
-1,469
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